Lido Advisors
BCPC

Lido Advisors’s Balchem Corp BCPC Stock Holding History

Lido Advisors’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$573K Buy
3,392
+248
+8% +$41.2K ﹤0.01% 1391
2026
Q1 		$533K Buy
3,144
+763
+32% +$130K ﹤0.01% 1270
2025
Q4 		$359K Buy
2,381
+75
+3% +$11.4K ﹤0.01% 1468
2025
Q3 		$346K Buy
2,306
+64
+3% +$10.1K ﹤0.01% 1412
2025
Q2 		$357K Buy
+2,242
New +$364K ﹤0.01% 1258
2022
Q2 		– Sell
-2,654
Closed -$362K – 1086
2022
Q1 		$362K Buy
2,654
+494
+23% +$70.8K ﹤0.01% 744
2021
Q4 		$364K Buy
2,160
+728
+51% +$117K ﹤0.01% 734
2021
Q3 		$207K Buy
+1,432
New +$194K ﹤0.01% 913

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Lido Advisors's BCPC Position: Q2 2026 in Review

Lido Advisors increased its Balchem Corp (BCPC) stake by 7.9% in Q2 2026, buying an estimated $41.2K and bringing the position to 3,392 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Lido Advisors first reported a position in BCPC in Q3 2021 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Lido Advisors held 3,392 shares of Balchem Corp worth $573K as of Q2 2026.
  • Lido Advisors bought 248 Balchem Corp shares in Q2 2026, an estimated $41.2K.
  • Balchem Corp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1391 holding.
  • Lido Advisors first reported a position in Balchem Corp in Q3 2021 and has held it in 8 quarters since.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.